CRM 2013, how to create a managed view

All replies

• 

  

  0

  Sign in to vote

  Hi,

  You can create Public Views from the customizations.

  Navigate to Settings->Customizations

  Expand the entity which you want to create views.Then you will see Views

  Thanks,

  Seban

  Friday, December 5, 2014 10:15 AM
• 

  

  0

  Sign in to vote

  Hi,

  To make a view managed, follow the below steps:-

  1.On the nav bar, choose Microsoft Dynamics CRM > Settings.

  2.In the Navigation Pane, choose Settings > Customization > Customizations. Then choose Customize the System.

  3.Under Components, expand Entities, and then expand the entity you want.

  4.Click Views.

  5.Select a custom public view.

  6.On the menu bar, click More Actions > Managed properties.

  7.Set the Customizable option to True or False.

  Check the below Link for more details:-

  http://technet.microsoft.com/en-us/library/dn509578.aspx#BKMK_ManagedProperties

  Hope this helps!!!

  Thanks,

  Prasad

  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  • Proposed as answer by Prasad Parameswaran Friday, December 5, 2014 11:39 AM

  Friday, December 5, 2014 11:39 AM